TI

Truehand Inc Portfolio holdings

AUM $171M
1-Year Est. Return 25.9%
This Quarter Est. Return
1 Year Est. Return
+25.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$797K
2
+$177K
3
+$136K
4
DIS icon
Walt Disney
DIS
+$129K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K

Sector Composition

1 Consumer Discretionary 24.17%
2 Consumer Staples 14.64%
3 Healthcare 14.36%
4 Industrials 12.25%
5 Real Estate 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
28
177
$4K ﹤0.01%
55
178
$4K ﹤0.01%
72
179
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7
-31
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$3K ﹤0.01%
216
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$3K ﹤0.01%
331
182
$2K ﹤0.01%
92
183
$2K ﹤0.01%
213
184
$2K ﹤0.01%
6
185
$2K ﹤0.01%
103
186
$2K ﹤0.01%
166
187
$2K ﹤0.01%
10
-50
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800
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$2K ﹤0.01%
30
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$1K ﹤0.01%
10
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7
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48
194
$1K ﹤0.01%
7
195
$1K ﹤0.01%
3
-20
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$1K ﹤0.01%
576
197
– –
-300
198
– –
-34
199
$0 ﹤0.01%
135
200
– –
-43
5 6 7
8
9